MCWS
DAUG icon

McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

McKinley Carter Wealth Services’s Portfolio DAUG Stock Details DAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265K Hold
6,080
– – 0.02% 267
2025
Q4 		$270K Hold
6,080
– – 0.02% 284
2025
Q3 		$265K Hold
6,080
– – 0.01% 285
2025
Q2 		$253K Hold
6,080
– – 0.01% 280
2025
Q1 		$236K Hold
6,080
– – 0.01% 277
2024
Q4 		$241K Hold
6,080
– – 0.01% 269
2024
Q3 		$238K Hold
6,080
– – 0.01% 281
2024
Q2 		$230K Hold
6,080
– – 0.01% 285
2024
Q1 		$225K Hold
6,080
– – 0.02% 284
2023
Q4 		$215K Hold
6,080
– – 0.02% 290
2023
Q3 		$201K Hold
6,080
– – 0.02% 286
2023
Q2 		$207K Buy
+6,080
New +$198K 0.02% 289

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return